QuickBooks Online

Good to know fact about Online Quickbooks

When logging into your InstantAccept Online account you should always be able to see all open invoices.  If this is not the case and the information is missing or blank, please follow the steps below for a fix:

  1. Click Settings
  2. Click Add-Ons
  3. Click “Connect to Quickbooks”
  4. Log into your online Quickbooks account
  5. Choose Company file
  6. Click Authorize

Once process is complete, your invoices and other company information should re-appear.

Online Quickbooks / InstantAccept

When working within your Online Quickbooks program the only difference you have is receiving payments.  You can perform all your tasks within Online Quickbooks and just receive payments through InstantAccept.  Once the payment is received, InstantAccept communicates immediately back showing the invoice has been paid.

You also have the option to email invoices to customers allowing them to make independent payments.  Once this payment has been made, you go back to InstantAccept Online and process a gateway sync.  This allows the payment to be pulled into your Quickbooks company file showing a closed invoice.